Vontobel Fund (CH) - Sustainable Bond CHF Concept aims to generate long-term capital appreciation with return distribution. It is suitable for investors with an investment horizon of at least three years that wish to benefit from the added value of screening environmental and social risks.

Investment strategy

Vontobel Fund (CH) - Sustainable Bond CHF Concept invests globally in high quality bonds, denominated in Swiss francs, issued by countries, companies, and other public issuers, characterized by relatively low exposure to environmental and social risks. High quality bonds refer to debt securities with investment grade status, granted by a recognized rating agency.

Investment process

The investment process combines the sustainability screen with a financial analysis, consisting of quantitative and qualitative elements. The fund manager is selecting the most promising securities from the resulting investment universe. The next step is the portfolio construction whose main goal is to achieve an optimized risk / return profile while maintaining the flexibility to react to developments in the financial markets.